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Special ReportsAP2: Nature as a cross-cutting financial factor
AP2 has embedded natural capital across its entire portfolio, using it to underpin its strategy for risk management, due diligence and engagement with investee companies
White papersEquity Market Outlook 1Q 2026
In the following collection of charts, we a) reaffirm our belief that supportive macroeconomic and capital-markets forces have the potential to drive further equity gains; b) address what we view as some of the more important risks to our thesis (including potential drawdowns that tend to accompany mid-term election years, as well as rising bond market volatility); and c) offer tactical portfolio guidance across various equity markets.
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NewsUrban Partners offloads €1bn Nordic logistics assets
Catena buys 20 properties across Sweden, Denmark and Finland for €830m
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NewsNorthern LGPS and LPPI acquire £1.1bn portfolio in landmark UK housing deal
Local government pension schemes to invest £1bn to grow the portfolio over the next decade
White papersFixed Income Investment Outlook: 1Q 2026
After a generally stellar year for fixed income, 2026 looks more demanding, with fewer rate tailwinds and tight spreads putting a premium on security selection and global diversification, particularly as tail risk rises.
White papersAsset Allocation Committee Outlook: 1Q 2026
The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
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NewsAquilius raises $1.1bn for APAC real estate secondaries strategy
AIP SF II targets sectors such as logistics, life sciences, data centres, hospitality and living
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NewsBrookfield to buy landmark Tokyo building for €1.64bn
Brookfield boosts Japan holdings with the acquisition of one of the country’s most recognisable skyscrapers
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NewsAP7 buys SEK5.6bn Swedish courts, prisons admin for new SEK25bn platform
Sweden’s biggest national pension fund buys €520m portfolio from Castellum
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NewsSwedish AP funds hit by exposure to Thames Water
AP1 wrote down indirect investment in troubled UK utility to zero in the first half, from €100m
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